+19.1%
P vs POET
+40.7%
-21.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.6% | -0.3% | +3.9% |
| 7D | -1.3% | +0.4% | -1.7% | -1.4% |
| 30D | -11.9% | -10.4% | -1.5% | -11.0% |
| 3M | +41.6% | -29.3% | +70.9% | +44.5% |
| 6M | +58.1% | +6.9% | +51.3% | +54.3% |
| YTD | +46.5% | +25.6% | +20.9% | +42.1% |
| 1Y | +19.1% | +49.2% | -30.1% | +24.4% |
| All | +19.1% | +40.7% | -21.6% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded POET wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling